See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,095 | $176,056-62.5% | $159,436-58.5% | $167,490-60.5% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 14.53% | 331.75%-317.2pp | 263.57%-249.0pp | 478.56%-464.0pp |
| Employer contribution / active EE | $2,073 | $5,297-60.9% | $4,829-57.1% | $4,837-57.1% |
| Participant deferral / active EE | $4,537 | $7,750-41.5% | $7,352-38.3% | $6,341-28.4% |
| Admin fee / account holder | $150 | $12,554-98.8% | $10,799-98.6% | $12,309-98.8% |